4 June 2026
This 5% rate shock could change your financesUK gilt yields have climbed to 5% for the first time since 2008. But what does that mean for investors, and could higher bond yields create opportunities as well as risks?
In this week's market update, Russ Mould examines why UK gilt yields have risen sharply and explores the impact on both bonds and equities.
Key topics covered:
Why UK government...
3 June 2026
What is an IPO? How to invest before a stock hits the marketIn this video, we break down everything you need to know about Initial Public Offerings (IPOs), also known as stock market flotations — including how they work, why companies list on the stock market, and how everyday investors can now get access before shares start trading on the stock market.
Whether you're a beginner investor or looking to add...
28 May 2026
Would markets care if the Prime Minister changed tomorrow?Political uncertainty often dominates the news cycle - but what does it actually mean for investors? In this video, Russ Mould examines how the UK stock market and gilt yields have historically responded to mid-term Prime Minister changes.
Using data from the FTSE All-Share index and government bond markets, we explore whether leadership changes...
21 May 2026
Why UK stocks are being targeted for takeoversThe UK stock market takeover boom is gathering pace in 2026, with companies including Tate & Lyle, Intertek and Legal & General linked to bids or takeover speculation.
In this video, AJ Bell investment director Russ Mould explains why takeover activity across the FTSE 100 and FTSE 250 is accelerating — and what it could mean for UK investors.
The...
15 May 2026
The S&P 500 at new all-time highs and eyes are on NVIDIANVIDIA earnings are once again in focus as investors look for confirmation that the AI-driven rally in US stocks can continue.
In this video, Russ Mould examines the latest results from the Magnificent Seven — including NVIDIA, Amazon, Alphabet, Apple, Meta, Microsoft, and Tesla — and explains why investors remain enthusiastic despite mounting...
8 May 2026
Why are housebuilders’ shares crumbling?UK housebuilder shares have fallen sharply—but what’s driving the decline, and what could change next?
We break down the key pressures on the sector and what it means for investors.
The UK housing sector has struggled in 2026, with housebuilder shares among the worst performers in the FTSE 350. Rising interest rates, affordability challenges, and...
30 April 2026
Consumer staples stocks 2026: what’s going wrong?Consumer staples stocks in 2026 are not behaving as expected. Russ Mould explains why traditionally defensive stocks are under pressure. In uncertain markets, investors often turn to consumer staples for stability. But this year, companies like Unilever and Reckitt Benckiser have struggled, despite rising geopolitical tensions and inflation...
24 April 2026
Big pharma in focus: What’s driving AstraZeneca and GSK right nowAstraZeneca results are in focus as the FTSE 100 earnings season accelerates. With pharma stocks near record highs, what should investors be watching?
In this week’s market update, Russ Mould looks ahead to upcoming results from AstraZeneca and GSK, two of the UK’s largest pharmaceutical companies. With strong share price performance and ambitious...
17 April 2026
Sainsbury results preview: can grocery stocks hold up?Sainsbury results are in focus as UK grocery stocks face rising cost pressures and competition.
Here’s what investors should watch as Tesco hits record highs and the retail sector faces uncertainty.
With Sainsbury set to report full-year results, this video explores whether the recent strength in UK food retailers can continue. While supermarket...
9 April 2026
UK utilities stocks: Russ Mould on defensive sectorsUK utilities stocks are back in focus as investors look for stability in uncertain markets. In this video, we explore why defensive sectors like utilities are outperforming and what it could mean for your portfolio.
With geopolitical tensions influencing inflation and interest rate expectations, utilities are once again being viewed as a potential...
26 March 2026
These UK stocks pay the biggest dividends – where to lookUK bond yields have jumped sharply, reshaping expectations for Bank of England interest rates and putting pressure on equity valuations. In this video, AJ Bell investment director Russ Mould explains why rising two‑year and 10‑year Gilt yields matter, how they affect the FTSE 100, and which stocks now offer the highest dividend yields.
He also...
19 March 2026
Bank stocks are falling – Here’s what’s really going onUK bank stocks are falling in 2026 — but why? In this video, Russ Mould breaks down the key reasons behind the drop in Barclays, HSBC, Lloyds, NatWest and Standard Chartered shares, despite strong profits, high dividends and big buybacks.
13 March 2026
Commodities are surging again – here’s what’s driving the moveCommodities are back centre stage – and for good reason. Oil and European gas prices have jumped sharply amid renewed tensions in the Middle East, and the CRB Commodities Index is now climbing toward highs last seen in 2008.
In this episode, AJ Bell Investment Director Russ Mould unpacks what’s behind the latest price moves and looks at the ripple...
5 March 2026
Russ Mould: Oil Prices Are Surging – Here’s What It Means for Oil StocksAJ Bell Investment Director, Russ Mould runs through what analysts will be looking for when focusing on current trends in oil.
27 February 2026
Russ Mould: The trio of insurers to watch out for in the coming weekAJ Bell Investment Director, Russ Mould runs through what analysts will be looking for when insurers Beazley, Admiral and Aviva report in the coming week.
20 February 2026
Russ Mould: Big Earnings Day. What to expect from NVIDIA, Diageo and HSBCAs the world's largest company by market capitalisation, NVIDIA's performance and guidance are crucial for investors. Russ explores what the expected sales growth, earnings per share, and the impact of AI infrastructure spending are. He also highlights what to look out for when Diageo and HSBC report on the same day.
13 February 2026
Russ Mould: Analysts dig into Antofagasta, Glencore, Rio Tinto, Anglo American numbers ahead of their updatesAJ Bell Investment Director, Russ Mould lists the companies scheduled to report in the week, and takes a closer look at what analysts expect from Antofagasta (ANTO), Glencore (GLEN), Rio Tinto (RIO) & Anglo American (AAL).
6 February 2026
Russ Mould: Analysts look at forthcoming results of FTSE 100 stalwartsAJ Bell Investment Director, Russ Mould runs through the names of companies scheduled to report updates in the coming week (w/c 9 February), specifically looking at what analysts expect from AstraZeneca, Barclays and British American Tobacco.
30 January 2026
Russ Mould: Analysts zero in on GSK, Alphabet and Shell ahead of forthcoming resultsAJ Bell Investment Director, Russ Mould lists the companies scheduled to report in the week commencing 2 February, and takes a closer look at what analysts expect from GSK, Alphabet and Shell.
23 January 2026
Russ Mould: Headline numbers to look out for from the 'Magnificent Seven'AJ Bell Investment Director, Russ Mould runs through the names of companies scheduled to report updates in the coming week, and focuses on Meta Platforms, Microsoft, Tesla and Apple.
16 January 2026
Russ Mould: Analysts look at Netflix, JD Sports and B&M ahead of forthcoming updatesAJ Bell Investment Director, Russ Mould runs through the names of companies scheduled to report updates in the coming week (w/c 19 January), specifically looking at what analysts expect from Netflix (NFLX), JD Sports (JD.) and B&M (BME).
9 January 2026
Russ Mould: Builders, Recruiters & Retail: Which companies to look at in the week aheadThis week, Russ Mould dives into a packed UK reporting calendar, from housebuilders like Persimmon to recruiters PageGroup, Hays and Robert Walters, plus consumer names Whitbread and Dunelm. He explores key metrics to look at and what these results could signal for the economy.
23 December 2025
Russ Mould: Five key market trends to watch for in 2026AJ Bell's Investment Director, Russ Mould, runs us through the five key trends that could influence 2026 and their overall impact on investors.
22 December 2025
Russ Mould: Five themes from markets in 2025AJ Bell's Investment Director, Russ Mould, runs us through the five key themes that emerged from 2025 and their overall impact on investors.
12 December 2025
Russ Mould: Central Bank decisions plus WH Smith & Currys updatesAs the festive season approaches, central banks take centre stage with their final policy decisions of the year. We look at the Bank of England, ECB and Bank of Japan, their interest rate trajectories, and what it means for markets. Plus, key corporate updates from WH Smith and Currys.
